Anic Equity¶
'#---------------------------------------------------------#'
Total return since start: 0.554 %¶
'#---------------------------------------------------------#'
Equity now: -----------------------------> 47461.2 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46063.21 Kr¶
PnL: ---------------------------------------> -825.36 Kr¶
DD now: ---------------------------------> -2.403 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-27 13:34:50.056739'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| FM Mattsson Mora Group B | 50 | 0.960000 | 3140.000000 | 213.000000 | 7.280000 | 2927.000000 |
| HEBA B | 70 | 1.260000 | 2807.000000 | 171.000000 | 6.490000 | 2636.000010 |
| HMS Networks | 2 | -1.670000 | 777.600000 | 104.600000 | 15.540000 | 673.000000 |
| Nordea Bank Abp | 29 | 1.170000 | 3524.080000 | 70.080000 | 2.030000 | 3453.999992 |
| MedCap | 2 | 1.080000 | 468.000000 | 47.000000 | 11.160000 | 421.000000 |
| Samhällsbyggnadsbo. i Norden B | 20 | 2.130000 | 398.100000 | 43.100000 | 12.140000 | 355.000000 |
| SAAB B | 8 | -0.670000 | 3420.000000 | 43.000000 | 1.270000 | 3377.000000 |
| Boozt | 12 | 1.080000 | 1689.600000 | 35.600000 | 2.150000 | 1653.999996 |
| Resurs Holding | 22 | 1.440000 | 602.360000 | 28.360000 | 4.940000 | 573.999998 |
| Corem Property Group B | 59 | 0.590000 | 602.390000 | 25.390000 | 4.400000 | 576.999999 |
| Swedbank A | 3 | 1.770000 | 586.050000 | 22.050000 | 3.910000 | 564.000000 |
| AcadeMedia | 12 | -0.080000 | 578.160000 | 21.160000 | 3.800000 | 557.000004 |
| Intrum | 4 | 0.040000 | 545.000000 | 18.000000 | 3.420000 | 527.000000 |
| Eastnine | 4 | 0.480000 | 506.400000 | 15.400000 | 3.140000 | 491.000000 |
| OEM International B | 7 | -0.640000 | 542.500000 | 14.500000 | 2.750000 | 527.999997 |
| Securitas B | 6 | 1.400000 | 584.160000 | 14.160000 | 2.480000 | 570.000000 |
| Norva24 Group | 16 | -0.230000 | 552.640000 | 9.640000 | 1.780000 | 543.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | 3.020000 | 254.160000 | 8.160000 | 3.320000 | 246.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | -1.090000 | 569.100000 | 7.100000 | 1.260000 | 562.000005 |
| Creaspac SPAC | 6 | 0.410000 | 583.200000 | 6.200000 | 1.070000 | 577.000002 |
| Coor Service Management Hold. | 8 | -0.070000 | 535.200000 | 3.200000 | 0.600000 | 532.000000 |
| Karnov Group | 9 | -0.170000 | 539.100000 | 3.100000 | 0.580000 | 536.000004 |
| Handelsbanken A | 5 | 0.420000 | 542.250000 | -3.750000 | -0.690000 | 546.000000 |
| Midsona B | 63 | -0.220000 | 567.000000 | -16.000000 | -2.740000 | 582.999984 |
| International Petroleum Corp. | 5 | 3.990000 | 574.000000 | -20.570000 | -3.460000 | 594.565215 |
| CTEK | 13 | -3.970000 | 509.600000 | -24.400000 | -4.570000 | 533.999999 |
| Essity B | 2 | -0.620000 | 545.800000 | -28.200000 | -4.910000 | 574.000000 |
| Essity A | 4 | -0.180000 | 1096.000000 | -53.000000 | -4.610000 | 1149.000000 |
| Vivesto | 1368 | -1.530000 | 545.560000 | -67.440000 | -11.000000 | 612.999432 |
| Sampo Oyj SDB | 7 | 0.280000 | 3769.500000 | -80.500000 | -2.090000 | 3850.000000 |
| Fasadgruppen Group | 35 | 2.520000 | 3703.000000 | -108.000000 | -2.830000 | 3810.999990 |
| Beijer Electronics Group | 26 | -1.670000 | 2756.000000 | -215.000000 | -7.240000 | 2971.000006 |
| OX2 | 18 | 0.760000 | 1429.200000 | -234.800000 | -14.110000 | 1663.999992 |
| Axfood | 13 | 0.340000 | 3480.100000 | -275.900000 | -7.350000 | 3756.000001 |
| Ovzon | 52 | -1.310000 | 2740.400000 | -621.600000 | -18.490000 | 3361.999992 |
| TOTAL | 46063.210000 | -825.360000 | -2.40323% | 46888.564618 |
Updated:¶
'2023-01-27 13:35:02.932857'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
